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Building 2CALIBER WEALTH MANAGEMENT, LLC

Map pinOVERLAND PARK, KS
Phone913-303-3920
NotebookSEC #801-130677
Total AUM
$1.8B
Employees
24
Clients
1,668

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6201 COLLEGE BLVD
SUITE 650
OVERLAND PARK
KS 66211
United States
Operating Hours
8:00-5:00 MO-TH, 8:00-3:30 FR
Monday - Friday
Phone
913-303-3920

ReceiptFinancials

Total AUM
$1.8B
Accounts
5,992
Discretionary
$1.5B
Accounts
4,643
Non-Discretionary
$220.4M
Accounts
1,349

ContactClients

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Individual Clients
1,162
AUM
$415.4M
HNW Individual Clients
506
AUM
$1.3B

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACTFLGAIAILKSLAMAMNMONEOHOKORTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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